上（下）文所示的“集群”地图最初由麦肯锡公司绘制。我认为，它充分说明了现代中国的三个重要特点。 第1点：今天的中国由一系列城市集群组成，而不是一片大陆 今天的中国尚未形成一体化的大陆经济，不像美国那样，拥有无缝连通全国各地的基础设施。未来可能会这样，但目前尚未实现。
Tag Archives: One Hour China
Starbucks Doesn’t Have A Serious Competitor in China. It’s Weird.
Uber spent $2B fighting with Chinese DidiChuxing. Adidas has been fighting Chinese Li-Ning and Anta for decades. And Apple is now struggling against multiple rising Chinese competitors,(Xiaomi, Huawei, Oppo, etc.). One thing you can always count on in China: A successful international company will inspire serious domestic competitors. So why doesn’t Starbucks have a serious […]
博比熊与三个赢得中国消费者的决定因素
以下内容摘自《一小时看懂中国消费者》一书。 “罗伯特·拉文（Robert Ravens）是一名澳大利亚农民，也是“博比熊”（Bobbie Bear）的发明者，他住在一个偏远的塔斯马尼亚农场，用田野上多余的薰衣草做出了一种泰迪熊，颜色是明亮的紫色，里面填充了一些小麦和一个暖袋，这种小熊放在微波炉中加热后，会散发出迷人的薰衣草芬芳，抱着它入睡能让人一夜好梦。拉文斯主要在网上和自家的农场礼品店中销售博比熊。
Why Bike-Sharing (Ofo, MoBike) Is Nothing Like Didi and Uber (i.e., Ride-Sharing).
When bike-sharing first emerged, it was proclaimed to be the newest frontier of China’s sharing economy. And following the big fight between Uber China and Didi, it was quickly compared to ride-sharing. But there’s a problem. Bike-sharing is not really sharing. It is not part of the sharing economy. Bike-sharing does not have a network effect (yet). […]
星巴克在中国：轻而易举的巨大成功
跨国公司和企业家们怀揣梦想，奔向中国的13亿消费者。然而，面对残酷竞争的汪洋大海、无处不在的政治变化和复杂情况、危机四伏的中国市场，大多数企业溃不成军、黯然离开。少数企业一路披荆斩棘，或小有所成，或占据市场一隅。 与之相比，星巴克在中国的巨大成功，则是如此毫不费力、轻而易举。既没有受制于严格的监管，也没有遭受本土国有企业的激烈竞争。事实上，星巴克进入中国内地18年，至今仍未遇到真正的竞争对手。前所未有，让人啧啧称奇。在探讨这一非同寻常的情况之前，先介绍一下我与星巴克中国的深厚渊源，作为背景。
What Wall Street Is Getting Wrong About Starbucks in China
Much of the Wall Street discussion about Starbucks in China seems to fall into two main groups. The bulls talk about the big China consumer trend and the increases in Mainland outlets. The bears (or the less bullish) mostly point to slowing same store growth (about 5%) and the high PE multiple. I think both […]
Two Threats to the Big China Dreams of Zara and H&M
H&M and Zara are two companies I pay a lot of attention to in China. They have great business models. Fast fashion is really impressive in general. They are popular with Chinese consumers. They are both following market leader Uniqlo in terms of expansion into second and third tier cities. They seem to be growing […]
The Very Symbolic Collision of Sotheby’s-Christie’s and Poly-Guardian in China Art (Pt 2 of 2)
*The following is an excerpt from our One Hour China Consumer Book (which is available here.). In Part 1, I told about how Christie’s and Sotheby’s have been involved in Chinese art for decades – and have recently entered China directly. This puts them in basically the wild west of the art world. Part 1 […]
The Adventures of Sotheby’s and Christie’s in the Wild West of Chinese Art (Pt 1 of 2)
*The following is an excerpt from our One Hour China Consumer Book (which is available here.). “In September 2013, premier art auction house Christie’s held its first-ever auction in China. They have had a representative office in Shanghai since 1994. And they have been running auctions out of Hong Kong for decades. But this small […]
My Favorite China Articles for August 2017
Hello from Peking University, It has been a summer full of news about Chinese bike-sharing. Mobike and Ofo are going global (UK, Italy, Japan) and their media coverage has been almost overwhelming. I have been looking at these and other Chinese “sharing economy” companies a lot. And I just did a visit to Mobike’s headquarters […]